See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,792 | $98,750-27.3% | $149,696-52.0% | $79,858-10.1% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.5%-26.9pp | 69.6%-14.1pp |
| Annual return | 16.12% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,048 | $3,216-67.4% | $4,644-77.4% | $2,471-57.6% |
| Participant deferral / active EE | $2,396 | $5,680-57.8% | $6,842-65.0% | $3,740-35.9% |
| Admin fee / account holder | $1,054 | $6,053-82.6% | $9,309-88.7% | $5,306-80.1% |